JP Morgan Chase
PYLD icon

JP Morgan Chase’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

JP Morgan Chase’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.35M Buy
243,551
+52,684
+28% +$1.4M ﹤0.01% 3098
2025
Q4 		$5.09M Buy
190,867
+64,194
+51% +$1.72M ﹤0.01% 3290
2025
Q3 		$3.4M Buy
126,673
+70,408
+125% +$1.87M ﹤0.01% 3684
2025
Q2 		$1.49M Buy
56,265
+22,411
+66% +$585K ﹤0.01% 4124
2025
Q1 		$892K Sell
33,854
-887,565
-96% -$23.2M ﹤0.01% 4431
2024
Q4 		$23.9M Buy
921,419
+891,440
+2,974% +$23.3M ﹤0.01% 1877
2024
Q3 		$799K Sell
29,979
-157,437
-84% -$4.12M ﹤0.01% 4609
2024
Q2 		$4.8M Buy
187,416
+13,649
+8% +$348K ﹤0.01% 3067
2024
Q1 		$4.48M Buy
+173,767
New +$4.44M ﹤0.01% 3190
2023
Q3 		– Sell
-373,899
Closed -$9.37M – 7675
2023
Q2 		$9.37M Buy
+373,899
New +$9.36M ﹤0.01% 2338

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return